American Dream: EDR, BIS, PILOT

Update: 2025-03-14

Description

Katie and Matt discuss appraisal arbitrage, fighting and wrestling, official worries about private credit liquidity and indoor skiing in New Jersey.

See omnystudio.com/listener for privacy information.

Comments

In Channel

Reptile Brain: ???, GS, XXI

2025-04-2541:56

One Horse at a Time: A Mailbag Episode

2025-04-1829:12

Awkward Pauses: Tariffs, Basis, Leverage

2025-04-1130:37

Finders Keepers: IPO, XAI, Subs

2025-04-0437:10

Land Rich: EDR, KKR, SPAX.PVT

2025-03-2838:53

Unbundled Advice: A Mailbag Episode

2025-03-2126:49

American Dream: EDR, BIS, PILOT

2025-03-1433:16

Audible Frustration: C, ME, ETF

2025-03-0741:03

Funny Business Is My Business: PRIV, HHH, WARS

2025-02-2840:28

Bespokeness: AI, Passthrough, UST

2025-02-1437:22

Another Great Convergence: 7bps, APO, HOOD

2025-02-0733:45

A Lineless World: AI, X, Darkness

2025-01-3142:07

Messing With Models: Vanguard, Buffers, Two Sigma

2025-01-2436:08

Plant Some Petunias: Hindenburg, 360, ESG

2025-01-1736:56

Sick and Aging Trees: GSE, MBA, ICE

2025-01-1046:14

Unfeasibly Tanned for This Time of Year: A Mailbag Episode

2025-01-0331:00

Half Backronym: PISCES, ACI, MSTR

2024-12-2035:28

Thin Gruel: Tetrahedron, Target, Firing

2024-12-1328:12

Good Conspiracy: ESG, Assemblies, HPS

2024-12-0635:53

Chickenization: An Odd Lots Crossover

2024-11-2941:53

00:00

American Dream: EDR, BIS, PILOT

#box-pro-ellipsis-174577590110716{-webkit-line-clamp:2;}American Dream: EDR, BIS, PILOT

American Dream: EDR, BIS, PILOT

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American Dream: EDR, BIS, PILOT